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In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Maggie Kulyk of Chicory Wealth, an investment advisory firm that helps people align their values with how they understand their financial stewardship. Maggie shares insights about the diversity of investors she works with and what they care about.

Key Takeaways:

“If we were gonna be about helping to transform how money moves in this culture…particularly in communities that have historically had what little wealth they had extracted from them…then we needed to look not at investing in women entrepreneurs in the classic VC model, but instead look harder at what the model is and how it supports communities.”

“Money is increasingly meta…money is this amorphous thing in the publicly-traded investment world; it is very removed from most investors’ experience of it. So for someone to be able to invest directly in someone’s business and see that business thrive and give root to a community, it means a lot to people.”

Interview

Maggie Kulyk

Company

Chicory Wealth

Bio: 

Maggie Kulyk has worked in the financial industry since the early 2000s, but her main interest is in people – getting to know them, listening to them, and helping them balance their finances with the rest of their lives in a way that has meaning to them. She opened Maggie Kulyk and Associates in 2004, and in 2018 this business became Chicory Wealth, a fee-only financial life planning and sustainable wealth management firm. Maggie graduated summa cum laude with a BA in political philosophy from West Chester (PA) State University, then worked for six years in her family’s business, Rogers Brothers Corp. in Albion, Pennsylvania. She went on to receive an MDiv from Candler School of Theology at Emory, and finished ABD from the Graduate School of Religion at Emory. She is a CRPC® (Chartered Retirement Planning CounselorSM), a Chartered SRI CounselorTM, and a member of the Financial Planning Association and the Life Planning Institute. She’s also the author of Integrating Money and Meaning: Practices for a Heart-Centered Life and president of the board of the nonprofit Women Donors Network.

Get In Touch:

Website: https://chicorywealth.com/

Socials:

Affiliate website: https://www.integratingmoneyandmeaning.com/

Company twitter: https://twitter.com/ChicoryWealth/

LinkedIn: https://www.linkedin.com/in/chicorywealth/

Company website: https://chicorywealth.com/

Additional resources:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

 

Check out past episodes here!